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What Financial Questions Should You Ask Your Client?

If you open the door to helping clients with financial planning, it can also make sense that a law firm might address the same concerns internally. In that case, the financial planning questions a forward-thinking attorney might ask of a client are also questions that attorney should be considering in their own life.

6 minute read August 01, 2024 at 12:11 AM
By
Bryce Sanders
What Financial Questions Should You Ask Your Client?

Lawyers have a unique relationship with their clients. They might only be contacted by the client when they need something done, they have done something wrong, or they have neglected to do something and are now in trouble.

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